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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,463 | $124,314-72.3% | $109,163-68.4% | $167,518-79.4% |
| Participation rate | 81.3% | 79.4%+1.8pp | 75.9%+5.4pp | 82.1%-0.9pp |
| Annual return | 11.75% | 26.04%-14.3pp | 25.75%-14.0pp | 478.71%-467.0pp |
| Employer contribution / active EE | $8,165 | $4,209+94.0% | $3,723+119.3% | $4,838+68.7% |
| Participant deferral / active EE | $3,452 | $5,256-34.3% | $4,654-25.8% | $6,342-45.6% |
| Admin fee / account holder | $2,371 | $7,973-70.3% | $6,754-64.9% | $12,312-80.7% |